Investment Strategies

Multiple Manager Asset Allocation Strategy

We typically use no-load and load-waived mutual funds to design properly diversified and allocated portfolios based on nine different investment objectives.


Asset Rotation Strategy

This strategy typically allocates funds across Domestic and International stocks, Fixed Income, Currencies, Commodities and Cash and is designed to overweight the top two asset classes based on relative strength.


Equity Income Strategies

Careful selection of 75 large and small cap companies that have consistently grown earnings with competitive yields and that we believe have the ability to grow dividends annually. We narrow the selection down to what we feel are the top 25 and review the portfolio quarterly for additions or deletions from our selection.

       *Past performance is not a guarantee of future results.

       *Dividends are not guaranteed and are subject to change or elimination.


Insured Income Strategy

We work with the country’s largest insurance companies to design properly diversified variable annuity investments that are allocated based on your individual risk profile.


Principal Preservation Strategy

With the use of typically no-load and load-waived funds and ETFs that invest in short-to-intermediate maturity bonds we can help create cash flow and preservation of principal.


Fixed Income Strategy

This strategy utilizes a selection of top-grade fixed income managers who diversify a portfolio of taxable or tax-advantaged bonds. These are reviewed and monitored for credit quality and maturity to help minimize risk. Typically comprised of bonds and ETFs, this independent money management strategy may not be suitable for all investors.




All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security, including the possible loss of principal.
These strategies are subject to change. Since no one manager/investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable managers/investment programs to you.


Advisory products are not designed for excessively traded or inactive accounts and may not be suitable for all investors.